IDFCFIRSTBBSEIDFC First Bank LtdMediumPositive
Announced Wed, 27 May · 15:25 IST

Please find the enclosed disclosure about update on CGFMU Claim from NCGTC

Business Updates View source PDF

IDFCFIRSTB · price

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Price reaction · full curve 14 horizons · vs prior close
+1.4%1-day move
₹70.25
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₹72.00
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AI summary

IDFC First Bank received ₹514.82 crore from the National Credit Guarantee Trustee Company (NCGTC) under the Credit Guarantee Fund for Micro Units (CGFMU) Scheme. This amount pertains to the bank's microfinance portfolio comprising loans to women entrepreneurs under Joint Liability Groups, sanctioned up to March 2025. The payout represents 100% of the claim submitted by the bank. Since the bank had already created provisions for these MFI defaults in prior periods, this amount will result in a write-back of those earlier provisions rather than fresh income. Currently, about 97% of all new microfinance loan originations from January 2024 onwards are covered under this guarantee scheme.

Likely market impact

For shareholders, this is a positive development as the bank recovers money it had already provisioned for, which should improve profitability through provision write-back. The 100% claim settlement also validates the robustness of the bank's MFI portfolio coverage under CGFMU.